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SUSTAINABLE INSIGHTS

Decarbonizing Aerospace – No Longer Winging It

In this latest edition of Sustainability Insights, we take a dive into the aviation industry.

Author: Nicholas Britz | Love Ghotra

Ease on Down the Road

The Federal Reserve stands at a crossroads, poised to make its most consequential decision in years. Will rate cuts deliver the economic jolt everyone's hoping for, or are we in for a bumpier ride?

Speakers: David B. Vick, CFA | Bret R. Barker | Jamie L. Patton

The Impact of the U.S. Election and Slowdown

In the near-term, two key areas of focus remain the impact of the U.S. election and the slowdown in U.S. growth on Emerging Markets.

Author: Anisha A. Goodly

Agency MBS Update

Recent political events in Europe have sent ripples through financial markets, impacting rates, currencies, and creating new cross-asset opportunities.

Author: Jeffrey T. Katz | Gordon Li, CFA

Recession Roulette

The telltale signs of the U.S. sliding into a recession have ripped through global markets, with bond yields vacillating amid a broad repricing of frothy stock valuations.

Speakers: Bret R. Barker | Jerry Cudzil | David B. Vick, CFA

Allaying the Fears of “Refunding” Tourists

The U.S. deficit and Treasury supply are rarely considered hot topics, but investors from all walks of life are suddenly paying attention to the Treasury’s Quarterly Refunding Announcements and budget estimates.

Author: Jamie L. Patton

Navigating Europe's Political Shifts

Recent political events in Europe have sent ripples through financial markets, impacting rates, currencies, and creating new cross-asset opportunities.

Speaker: Nick Verdi

The Great Rate Realignment

Perfect Landing? The Cracks Appear

Authors: Ruben Hovhannisyan, CFA | Nick Verdi | Steven J. Purdy | Anisha A. Goodly

European Political Shifts:

Navigating Market Turbulence?

Speakers: Anisha A. Goodly | Blaise Antin | Nick Verdi

SUSTAINABLE INSIGHTS:

Sorting Fact From Fiction:

A Look at the Data on Key Climate-Related Topics

Author: Varun Chintalapati

Fixed Income: One Pressing Question for 2024

The fixed income market has bounced around amid speculation about the Federal Reserve's next move to stamp out inflation and keep the economy robust.

Speakers: Bret R. Barker | Tammy Karp | Peter Van Gelderen | Kenneth Toshima

SUSTAINABLE INSIGHTS:

Changing the Narrative on Sustainable Fund Flows

Recent headlines focusing primarily on significant net outflows from sustainable funds have heralded the apparent demise of sustainable and ESG (environmental, social, and governance) funds but, like many headlines, they do not tell the complete story.

Authors: Cindy Paladines | Jamie Franco | Michelle Avery

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